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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,666 | $100,938+101.8% | $90,461+125.1% | $158,982+28.1% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 17.12% | 1727.20%-1710.1pp | 1294.76%-1277.6pp | 302.99%-285.9pp |
| Employer contribution / active EE | $2,563 | $3,691-30.6% | $3,264-21.5% | $4,763-46.2% |
| Participant deferral / active EE | $7,739 | $4,350+77.9% | $3,964+95.2% | $5,983+29.3% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |